+72.0%
OVV vs IWD
+33.0%
+39.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.2% | -4.8% |
| 7D | -12.1% | +2.5% | -14.7% | -11.4% |
| 30D | +2.9% | +6.0% | -3.1% | +4.3% |
| 3M | +3.7% | +3.8% | -0.1% | +4.6% |
| 6M | +0.6% | +16.3% | -15.7% | +3.6% |
| YTD | +62.5% | +27.5% | +35.0% | +64.9% |
| 1Y | +72.0% | +32.8% | +39.2% | +71.7% |
| All | +72.0% | +33.0% | +39.0% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling